Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$55.9M
3
+$26.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$25.7M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.7M

Top Sells

1
+$300M
2
+$53.4M
3
+$26.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$24.6M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$23.8M

Sector Composition

1 Technology 14%
2 Healthcare 4.26%
3 Financials 4.13%
4 Consumer Discretionary 3.5%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$498K ﹤0.01%
7,600
-1,349
827
$497K ﹤0.01%
2,554
+9
828
$492K ﹤0.01%
+90,531
829
$491K ﹤0.01%
6,386
-70
830
$490K ﹤0.01%
7,638
+2
831
$487K ﹤0.01%
146,367
-236,217
832
$487K ﹤0.01%
3,066
+198
833
$483K ﹤0.01%
3,640
-167
834
$483K ﹤0.01%
1,918
+484
835
$476K ﹤0.01%
5,081
-996
836
$476K ﹤0.01%
17,270
+1,765
837
$474K ﹤0.01%
5,962
-718
838
$472K ﹤0.01%
14,475
-3,728
839
$470K ﹤0.01%
4,793
-536
840
$469K ﹤0.01%
8,290
-85
841
$468K ﹤0.01%
835
+2
842
$467K ﹤0.01%
4,295
+2,394
843
$466K ﹤0.01%
4,929
-2,625
844
$466K ﹤0.01%
6,355
+190
845
$461K ﹤0.01%
9,216
+4,198
846
$458K ﹤0.01%
1,276
+778
847
$454K ﹤0.01%
1,960
+273
848
$453K ﹤0.01%
6,153
-1,093
849
$450K ﹤0.01%
11,006
-104
850
$447K ﹤0.01%
15,612
+21
32 33
34
35 36